Pathway Financial Advisors LLC's ownership history for XLE

Pathway Financial Advisors LLC currently holds 11.9K shares with a market value of $545.4K. It started holding XLE on 2024-09-30. At its peak, it held 11.9K shares on 2025-12-31. Its highest holding value was $845.3K on 2025-03-31. At its lowest, it held 6.0K shares on 2025-06-30, with a value of $506.7K on 2025-06-30. In the recent 180 days, Pathway Financial Advisors LLC has increased its shares by 6.0K. In the recent year, Pathway Financial Advisors LLC has increased its shares by 2.8K.